+75.5%
ASML vs WPM
+246.3%
-170.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.9% | +2.1% | +4.1% |
| 7D | -9.0% | +16.9% | -25.9% | -13.6% |
| 30D | -21.0% | +2.0% | -22.9% | -21.6% |
| 3M | -16.3% | +8.9% | -25.2% | -19.4% |
| 6M | -7.5% | +1.6% | -9.1% | -9.5% |
| YTD | +34.0% | +16.5% | +17.5% | +24.5% |
| 1Y | +39.3% | +42.2% | -2.9% | +21.6% |
| 3Y | +128.9% | +213.3% | -84.4% | +44.9% |
| All | +75.5% | +246.3% | -170.8% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling